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Leonard Rickey Investment Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Leonard Rickey Investment Advisors’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-16,362
Closed -$1.4M – 73
2019
Q4 		$1.4M Buy
16,362
+130
+0.8% +$10.7K 0.84% 22
2019
Q3 		$1.3M Sell
16,232
-206
-1% -$16.2K 0.86% 21
2019
Q2 		$1.31M Sell
16,438
-140
-0.8% -$11.1K 0.88% 20
2019
Q1 		$1.3M Sell
16,578
-108
-0.6% -$8.36K 0.94% 18
2018
Q4 		$1.15M Sell
16,686
-46
-0.3% -$3.52K 0.95% 19
2018
Q3 		$1.4M Buy
16,732
+16
+0.1% +$1.34K 1.02% 16
2018
Q2 		$1.35M Sell
16,716
-400
-2% -$32K 1.02% 16
2018
Q1 		$1.32M Buy
17,116
+36
+0.2% +$2.85K 1.03% 17
2017
Q4 		$1.37M Buy
+17,080
New +$1.33M 1.05% 16

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Leonard Rickey Investment Advisors's IJJ Position: Q1 2020 in Review

Leonard Rickey Investment Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2020, closing a stake of 16,362 shares — an estimated $1.4M sold.

Leonard Rickey Investment Advisors first reported a position in IJJ in Q4 2017 and held it in 9 quarters. The position peaked at $1.4M in Q3 2018. 467 funds tracked by Wall St. Rank hold IJJ as of Q1 2020.

  • Leonard Rickey Investment Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Leonard Rickey Investment Advisors sold 16,362 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2020, an estimated $1.4M.
  • Leonard Rickey Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2017 and held it in 9 quarters.
  • Leonard Rickey Investment Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.4M in Q3 2018.
  • 467 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2020.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2020, filed 28 Apr 2020.